See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,589 | $86,929-38.4% | $102,423-47.7% | $80,856-33.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.62% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,923 | $2,369-18.8% | $3,023-36.4% | $2,755-30.2% |
| Participant deferral / active EE | $1,449 | $4,118-64.8% | $5,053-71.3% | $4,296-66.3% |
| Admin fee / account holder | $2,735 | $8,049-66.0% | $9,451-71.1% | $6,918-60.5% |